Test pricing setup in Sterling Business Center
After configuring the price lists, pricing rules, and coupons, you can test the price of the items added to an order on a particular date and time. You can also test the order price by selecting the coupons to be applied to the order.
About this task
To test the order price:
Procedure
- Navigate to the Test Pricing screen . To
navigate to the Test Pricing screen, perform the following steps:
- Log in to Sterling™ Business Center as an administrator.
- The application home page is displayed. Click the Pricing tab.
- From the Pricing home page, select Test Pricing in the Pricing dashlet. The Test Pricing screen is displayed.
- In the Select Customer or Specify Customer
Attributes area, select one of the following options to specify
the customer for whom you want to test the price of items:
- Select the Anonymous Customer option to test the price of items for an anonymous customer. An anonymous customer is a customer who can add items to the cart without logging in to the Web channel application.
- Select the Specific Business Customer option to test the price of items for a specific business customer. To search for a business customer, click the Search icon. The Customer Search dialog box is displayed. Enter the search criteria and click Search. The search results matching the search criteria are displayed in the Customer List panel. To select a customer, select the corresponding check box and click Select. To select multiple customers, select the corresponding check boxes and click Select.
- Select the Enter Customer Attributes option
and specify the attributes of the customer. The following table describes the fields in the Customer Attributes area of the Test Pricing screen:
Field Description Customer Type Select one of the following options: - All: Select this option to test the price of all types of customers who fulfill the criteria you specify.
- Business: Select this option to test the price of all business customers who fulfill the criteria you specify.
- Consumer: Select this option to test the price of all consumer customers who fulfill the criteria you specify.
Relationship Type From the drop-down list, select the relationship type the customer has with the enterprise, for example, Reseller, Retailer, Distributor, and so on. Region Or City, State, Zip Code Click the Search icon adjacent the Region box to search for the region to which the customer belongs. The Regions dialog box is displayed. Select the appropriate region. Alternatively, perform the following tasks:
- In the City box, enter the name of the city to which the customer belongs.
- In the State box, enter the name of the state to which the customer belongs.
- In the Zip Code box, enter the zip code of the city to which the customer belongs.
Note: The value of the Region field takes precedence over the values of the City, State, and Zip Code fields. Therefore, if you select a region and provide the city, state, and zip code information, only the region will be considered while testing the order price.Membership Level From the drop-down list, select the level of the customer, for example, Gold, Silver, Platinum, and so on. Vertical From the drop-down list, select the customer's vertical market, for example, Education, Government, and so on.
- In the Select Items and Specify Quantity area,
add the items whose prices you want to test and the quantity of the
items:
- Click the Search icon adjacent the Select Item box to search for an item.
- The Item Search screen is displayed. In the Basic Item Search panel, enter the search criteria and click Search. Alternatively, click Advanced Search, enter the search criteria, and click Search.
- The items matching the search criteria are displayed. To select an item, select the corresponding check box and click Select. To select multiple items, select the corresponding check boxes and click Select.
- In the Enter Quantity box, enter the appropriate quantity of the item.
- Click Add Attribute Tier. The Add Pricing Item Attributes window is displayed.
- Enter the appropriate values for the item attributes displayed in the window and click Save.
- In the Select Coupons area, add the
coupons that you want to apply on the order.
- Click the Search icon adjacent the Select Coupon box to search for a coupon.
- The Coupon Search screen is displayed. In the Basic Coupon Search panel, enter the search criteria and click Search. Alternatively, click Advanced Search, enter the search criteria, and click Search.
- The coupons matching the search criteria are displayed. To select a coupon, select the corresponding check box and click Select. To select multiple coupons, select the corresponding check boxes and click Select.
- In the Select Payment Type area, select the payment type from the Payment Type drop down.
- In the Select Seller Organization area, search for the seller or store organization using the Search icon next to the Seller Organization box.
- In the Select Order
Attributes area, perform the following tasks:
- Click Add Attribute. A new row for adding the order attributes is displayed.
- Click the search icon. The Select Attribute window is displayed.
- From the Order Attributes tree, select the required order attribute and assign the value to that order attribute. Click Select.
- In the Date*, select the date and time at which you want to test the price of an item. Select the date by clicking the Calendar icon, and select the time from the drop-down list. (By default, the current date and current time are displayed.)
- From the Currency* drop-down list, select the currency that is to be used to test the price of an item. By default, the currency that has been defined for your organization is displayed.
- Click Show Price.
The Pricing Results panel is displayed. You can view the following information in the Pricing Results panel:
- Items: You can view information about the items whose prices you are testing. You can view the identifier of an item, description, quantity, base price, and line total. Base price is the unit price of the item used for pricing, and line total is the price for the order line that is calculated based on the order line quantity and pricing rules or coupons applied to the order line, if any. For example, if a customer orders five numbers of an item whose list price is $10, and adds a coupon for which a customer gets a discount of $20 if the customer orders more than five numbers of that item, the line total will be $30.
- Line Charges/Discount Breakup: You can view information about a selected order line. You can view the price list that has been used for item pricing, line total, the identifiers of the pricing rules or coupons applied to the order line, and any adjustments made to the price for the order line resulting from the pricing rules or coupons.
- Coupons which were not applied: If there is any coupon that cannot be applied to the order, you can view the identifier of the coupon and a brief description about why the coupon cannot be applied to the order.
- Header Details: You can view the order line total, the order total, the identifiers of the pricing rules or coupons applied to the order, and the price adjustments made to the order price resulting from pricing rules or coupons.